Mar 18, 2024
Jonathan Tepper is the founder of Variant Perception, an economic research group that
works with institutional managers, hedge funds, and allocators to
provide objective and comprehensive data to form actionable ideas
from leading indicators and emerging trends. He is also the author
of three books, the most recent of which, The Myth
of Capitalism: Monopolies and the Death of Competition,
received widespread acclaim earlier this year.
Our conversation covers Jonathan's unusual upbringing, learning
about currencies from Big Macs, building economic and liquidity
forecasting models, and catering Variant Perception's research to
investors. We then turn to The Myth of Capitalism, discussing the
history, causes, and ramifications of the absence of competition in
U.S. industries, natural and unnatural monopolies, examples in the
tech giants, funeral home operators, airports, and hospitals, and
what can be done to counter this negative trend.
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